Essential Trust Financial Insurance Solutions

"Samantha and her team were absolutely amazing! I really needed a financial advisor that I can trust. I've interviewed many advisors. Samantha really took the time to answer all of my questions and educate me. She is very honest, friendly, knowledgeable and professional. She has integrity and goes above and beyond for her clients. She educated me on all of the options I needed to know and help advise/guide me in the right direction. I highly recommend Essential Trust Financial for all of your financial needs and planning."

"Finding the right financial planner was crucial for me as a husband, business executive, and father, but I was fortunate to meet Samantha, the founder of Essential Trust Financial. She is an exceptional planner who surpassed our expectations. She and her team have a comprehensive approach and empathetic nature which immediately put us at ease. My wife and I found they paid attention to detail as they crafted a solid college funding plan, ensuring our children's education is secure. They also designed a robust retirement plan, considering our aspirations and risk tolerance, providing us with confidence and peace of mind. Moreover, their guidance in creating a legacy transfer plan showcased their expertise in preserving our wealth for our two children. We highly recommend her and her team to anyone seeking a partner in achieving long-term financial security and tranquility."

"When I first met with Samantha, the owner of Essential Trust Financial, I was immediately put at ease. Samantha is honest, professional, caring, friendly, and helpful. She took the time to listen to me and understand my needs and then put together a financial strategy that was tailored specifically for me. Samantha was a pleasure to work with and made the process simple and effective. And most importantly she was very honest, and straightforward with me. She is clearly very knowledgeable and her and her team explained everything throughly. She explained multiple options for me and advised on the best way to protect my income. I can confidently say my family is now protected which gives me peace of mind. I highly recommend her and her team for your financial planning needs!"

"Such a wonderful experience with Essential Trust Financial!! I worked directly with Samantha, the company owner, and her honesty, professionalism, friendliness, and overall willingness to go above and beyond to help me made stood out right away. She took the time to understand my needs while putting together a strategy that catered to those needs. Samantha was a pleasure to work with and made the process simple and effective. She was very candid and understood exactly what I had to get done. Her financial knowledge is through the roof and she, along with her amazing team, explained everything to me thoroughly while making feel at ease. She explained how money works and the best way to protect my income. I can confidently say my family is now protected which gives me peace of mind. I highly recommend her and her team for your financial planning needs!"